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Schwab US Mid-Cap ETF

968 hedge funds and large institutions have $8.44B invested in Schwab US Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 349 increasing their positions, 360 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $8.13B → $8.44B (+$311M)

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 360

Holders
968
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
151
Moisand Fitzgerald Tamayo
Florida
$8.11M
FLFS
152
Family Legacy Financial Solutions
North Carolina
$8.09M
AMM
153
American Money Management
California
$8.09M
BDF
154
Black Diamond Financial
Maryland
$8.03M
PVAMC
155
PPS&V Asset Management Consultants
Michigan
$7.95M
GCP
156
Gill Capital Partners
Colorado
$7.78M
ATWA
157
Arbor Trust Wealth Advisors
Michigan
$7.78M
CSP
158
Cary Street Partners
Virginia
$7.67M
JJBC
159
James J. Burns & Company
New York
$7.35M
MWP
160
Meridian Wealth Partners
Pennsylvania
$7.29M
BCM
161
Brookstone Capital Management
Illinois
$7.27M
MWM
162
Meridian Wealth Management
Kentucky
$7.25M
WPIC
163
White Pine Investment Company
Michigan
$7.14M
CAM
164
Cresset Asset Management
Illinois
$7.07M
PWA
165
Peterson Wealth Advisors
Utah
$7.05M
JCM
166
Jacobi Capital Management
Pennsylvania
$7.01M
WETS
167
Wealth Enhancement Trust Services
South Dakota
$6.87M
BP
168
Broadleaf Partners
Ohio
$6.84M
CFIA
169
Cantor Fitzgerald Investment Advisors
New York
$6.74M
FSWA
170
Financial Synergies Wealth Advisors
Texas
$6.51M
MAM
171
McCarthy Asset Management
California
$6.44M
MFG
172
Merit Financial Group
Georgia
$6.33M
KBFS
173
Kohmann Bosshard Financial Services
Ohio
$6.3M
AIM
174
Anchor Investment Management
South Carolina
$6.24M
RWM
175
Reston Wealth Management
Virginia
$6.22M